Insurance Field Auditor

Summary

Join ReSource Pro as an Insurance Field Auditor and play a vital role in ensuring accurate insurance policy premiums. You will collect data from insured businesses, conduct remote audit interviews, and compile audit reports. This position requires travel within a 100-mile radius of San Juan Capistrano, CA. Analyze complex financial records, prepare detailed reports, and build strong client relationships are key responsibilities. The ideal candidate possesses strong analytical, communication, and organizational skills, along with experience in insurance auditing. ReSource Pro offers a comprehensive benefits package including medical, dental, vision, 401k, generous PTO, and development opportunities.

Requirements

• Candidates must reside in or in the immediate area of Sun Juan Capistrano , CA
• Possess a personal phone and laptop or computer
• Have the ability to dissect financial information and identify discrepancies
• Have the ability to articulate complex ideas clearly and concisely
• Possess the flexibility to adjust to changing priorities and work independently
• Have strong organizational and time-management skills
• Be detail-oriented and accurate
• Maintain a positive and proactive attitude
• Have proficient computer skills

Responsibilities

• Travel to various on-site audits to gather essential financial data
• Analyze complex financial records to ensure accurate premium calculations
• Prepare detailed reports summarizing audit findings
• Build strong relationships with clients and maintain a professional demeanor

Preferred Qualifications

• Experience with industry-standard software (e.g., Nexus, Future Audit)
• Insurance audit experience
• Excellent written and verbal communication skills
• Experience in customer service or administrative roles
• Experience in a fast-paced, deadline-driven environment
• A strong understanding of audit processes and procedures

Benefits

• Eligible for all medical, dental, and vision benefits on Day 1
• 401k
• Generous PTO plan with paid holidays
• Development and growth opportunities
• Fun and teamwork-oriented work environment